PA Education Association

• Own, manage, and drive optimization of PAEA’s entire SFDC platform • Establish, implement, and follow best practices for system maintenance, configuration, development, testing, and data integrity • Create, maintain, and support custom objects, workflows, process builders, approvals, and assignment rules • Work with leadership to design, document, build, test, and deploy enhancements to Salesforce • Design, implement, and maintain a governance structure for data security • Support annual SOC audit and security compliance measures • Mentor, train, and instruct SFDC users in CRM best practices

• Provide strategic administrative support to the Chief Talent and Experience Officer, including managing a complex calendar, aligning priorities, and optimizing time against key initiatives. • Support travel logistics, including processing expense reports, reimbursements, and invoices in a timely manner. • Oversee correspondence and communications, drafting materials and ensuring timely responses and follow-up. • Track and manage key initiatives across Member Experience, Volunteer Engagement, and People & Culture, monitoring timelines, milestones, and deliverables. • Maintain project plans to provide visibility into progress, risks, and dependencies. • Coordinate internal and external meetings, including scheduling and developing agenda and materials. • Capture meeting notes, manage action items, and drive accountability for follow-through. • Support volunteer committee operations including planning, scheduling, logistics, and materials coordination. • Plan and execute internal and external events as needed, managing timelines, resources, and logistics. • Maintain organized systems for documentation and records to support project continuity and knowledge sharing. • Support and coordinate special projects and cross-functional initiatives, ensuring alignment, communication, and timely execution.

• Support full-cycle recruitment activities, including job postings, interview scheduling, candidate communication, and tracking applicant data in the HRMS. • Coordinate employee onboarding by preparing offer letters, new hire paperwork, orientation schedules, and ensuring the timely completion of pre-employment tasks. • Respond to employee inquiries related to payroll, benefits, timekeeping, HR policies, and HR systems, escalating issues as needed. • Assist with bi-weekly payroll processing across multiple U.S. states by entering and updating employment changes in ADP Workforce Now, reviewing timecards, resolving discrepancies, and collaborating with the payroll provider to ensure accuracy and timeliness. • Serve as a first point of contact for routine employee support and aid with HRMS (ADP Workforce Now): timekeeping, system access, navigation, and basic troubleshooting. • Coordinate and track leave management programs, including FMLA, ADA accommodations, Workers’ Compensation, and other statutory or company leave programs. • Coordinate benefits administration, including enrollments, changes, and supporting the annual open enrollment process. • Coordinate the employee performance management processes, including building out forms and processes in the HRMS, and tracking completion. • Monitor HR and payroll compliance by tracking key deadlines (e.g., I-9 verifications, policy acknowledgments) audits, filings, and required documentation, and assist with compliance reporting and data requests. • Maintain accurate and confidential employee records in HRMS. • Coordinate the annual review, update, and distribution of the employee handbook, working closely with HR leadership to ensure legal compliance and alignment with organizational practices. • Assist with compiling HR reports and data tracking for internal use and external audits. • Assists the People & Culture team in organizing and executing learning and development initiatives, ensuring programs run smoothly and support a culture of ongoing growth and mentorship • Provide administrative and project support for HR initiatives, including employee engagement efforts, process improvements, system updates, and compliance projects. • Participate in process documentation and continuous improvement initiatives while maintaining strict confidentiality of employee and company information.

• Manage the full accounts receivable (A/R) function, ensuring timely receipt of funds and accuracy of records including various trackers. • Process payments from members and external sources (checks, ACH, credit cards) across multiple systems. • Prepares all cash receipts and maintains the Finance Team’s Master Check/ACH log. • Prepares journal entries for all revenue streams and services. • Reconciles weekly cash receipts and performs monthly revenue reconciliations between multiple systems including: Salesforce, Cvent, external systems and the general ledger. • Sends invoices to members and clients, supports inquiries regarding billing, and assists with purchase orders (POs) and remittance documentation. • Maintains customer files and payment records across financial systems. • Assists with month-end close procedures and creates journal entries as needed. • Reviews Salesforce reports for accuracy and ensures proper reconciliation of data. • Investigates and resolves account discrepancies in collaboration with internal teams and external stakeholders.